Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (41239)	6/18/2003 4:50:50 PM
From: mahler_one	Respond to of 42804

I suppose we're looking at some slow price per share erosion until the market decides if Noam is to be trusted, and what the shelf registration means. Of course, it is very unlikely that we will hear anything from management. It is very likely however, that the larger share holders and funds have already been informed of what is up. A sad state of affairs for the SEC to wonder about. Preferential treatment of some share holders is not allowed, especially if there is information that all of us should know ( just speculating....of course I don't know if he has given details to others...but, would anyone here seriously question that Wellington, DB, etc. were informed before we were? ). The denizens of the thread will most likely have to find out the information...happy digging...unfortunate, but the way "it" seems to work. Not inferring that the news will in any way be bad, but it certainly would be nice to know that the money will be used...if needed...for some sort of newer project that includes one of the OEM deals Noam mentioned recently, or one of the newer build outs. If such is the case, and he has already spoken of the contracts at the recent investor conference, what would be wrong in saying something like, " The shelf registration is to be used to issue shares, as needed, in connection with various build outs and OEM arrangements that MRV has recently signed. Company owners ( we do own the company, right? ) will be informed of these projects, and the use of the funds, as the projects proceed". There Noam...was that so difficult? Now if the money is NOT to be used for such purposes...Aye...there's the rub and perhaps some of the uncertainty. m1

To: Frank A. Coluccio who wrote (41239)	6/19/2003 9:05:58 AM
From: Bridge Player	Read Replies (1) \| Respond to of 42804

Frank, here are a couple of significant clips from the link you posted about internet over power lines. <<Birnbaum explained the service by saying "four applications [are] going on at the same time. We have an 'X-Box' which is running Internet gaming; we have an Internet radio which is actually getting a station from California; traditional Internet surfing; [and] at the same time, we actually have a video running over the same electricity wires." He also said that additional equipment isn't necessary because most homeowners use electricity, which means their house is already equipped. "You don't need any new wires, all you need is at least [a compatible] modem. You can plug as many of [the modems] into your house as you want. ... You can pull it, take the plug out, move it into another room, plug it back in ... to any plug in the house," Birnbaum said. ...... ...... ...... Special devices safely bypass high voltage power lines and transformers to send Internet data into the home, according to Birnbaum. The information transfers take place at speeds of two to four megabites [sic], which is faster than DSL and most cable systems. Electrical power lines go to virtually every household in America, meaning there's no need for an extensive and expensive build out. For utility companies, it's a potentially sweet new revenue stream. "We already have the infrastructure built for the power lines and delivering electricity to the home, if we can now just add a little bit more technology to those wires and be providing the customers -- the same customers on the same wires -- telecommunication services and broadband services that's very exciting," Pepco Finance Director Jay Demarest said. If broadband over power line becomes widely available, it would be a new source of competition to cable and DSL, driving down prices for consumers, industry analysts said. FCC Chairman Michael Powell is gung ho for the plans, encouraging the arrival of more competition. But can power line Internet plans break into a fiercely competitive industry? Installation costs for the equipment are $100 to $200 per 10 households -- which is much lower than DSL or cable. ........ ........ ........ Current Technologies plans a commercial rollout this fall.>>>>>> It sound like this technology offers very exciting possibilities. At $10 to $20 per household? If it becomes widely available I see a huge surge in consumer demand. IMO Current Technologies could become a big IPO in a couple years.